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Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is surging after a preliminary business update revealed record-breaking demand with over $60 billion in new orders and a significant doubling of gross margins, fueling community speculation about a potential short squeeze. Investors are actively debating the sustainability of this momentum, contrasting the company's valuation against its peers while expressing strong optimism that these catalysts will force institutional rerating.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo is trending as investors react to reports of a new federal initiative, supported by major tech companies, aimed at accelerating the deployment of advanced nuclear reactors to meet the surging power demands of AI data centers. While the community is actively debating the company's timeline to commercialization and regulatory hurdles, the stock remains a focal point for those betting on nuclear energy as an essential backbone for future infrastructure.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings is experiencing high volatility as investors weigh the potential for increased military drone demand against leadership changes and ongoing concerns over share dilution. The community is actively debating the impact of recent executive departures and management's capital allocation strategy while monitoring for any confirmation of contract wins in contested environments.

SK hynix, Inc. engages in the manufacture and sale of semiconductor products. Its products include dynamic random access memory, flash memory, complementary metal oxide semiconductor image sensor, and others. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is experiencing extreme volatility as investors weigh the stock's significant ADR premium against its role as a critical HBM supplier in the accelerating AI infrastructure cycle. The community remains deeply divided, with some betting on a massive rebound driven by AI memory demand, while others fear a price correction as the July 29th conversion date approaches.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is facing intensified market scrutiny ahead of its earnings as reports of delays to its flagship Gemini 3.5 Pro model spark concerns about the company's competitive standing against OpenAI and Anthropic. Investors are laser-focused on the company's AI infrastructure spending, weighing whether record capital expenditures are successfully translating into cloud growth and defensible AI leadership.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

Investors are closely monitoring silver as it consolidates near a key technical support zone, with sentiment driven by persistent supply shortages and high demand for physical metal. Community discussion is heavily focused on potential price breakouts, the ongoing debate regarding market manipulation versus supply-demand fundamentals, and the impact of broader economic factors like inflation and geopolitical instability.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsius is facing significant market volatility as retail investors debate whether current price levels present a buying opportunity or a deeper downtrend amid ongoing short interest and mixed sentiment regarding institutional manipulation. Community discussion is heavily focused on potential international growth catalysts and an upcoming product launch, with many traders closely monitoring support levels ahead of the next earnings report.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale Power is facing heightened scrutiny as investors weigh its unique NRC-approved SMR design against persistent concerns over a lack of major contract announcements and ongoing share dilution. While some market participants see an attractive risk-reward profile due to its cash position and potential role in meeting surging AI data center energy demand, others are frustrated by management's silence and the stock's recent trend of lower highs.

X-Energy, Inc. operates as an energy company The firm focuses on modular nuclear reactors and fuel technology for clean energy generation. The company was founded by Kam Ghaffarian and Eben Mulder on 2009 and is headquartered in Rockville, MD.

X-Energy Inc. - Ordinary Shares- Class A

X-energy Inc

X-energy is rallying as the company joins a high-profile federal initiative aimed at accelerating nuclear reactor deployment to meet the surging power demands of AI data centers. Investors are increasingly optimistic about the stock's long-term potential, citing strategic backing from industry giants like Amazon and Nvidia as a major catalyst for institutional interest and commercial scalability.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is trending as investors weigh strong delivery performance and positive credit outlook revisions against persistent frustration over stagnant share price movement. The community remains deeply divided, with many highlighting the company's massive backlog and production recovery as a long-term value play, while others express exhaustion over persistent volatility and the stock's lack of positive reaction to favorable news.

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VectoIQ Acquisition Corp. II operates as a blank check company. Its objective is for effecting a merger, share exchange, asset acquisition, stock purchase, and reorganization. The company was founded on August 10, 2020 and is headquartered in Mamaroneck, NY.

VectoIQ Acquisition Corp II - Ordinary Shares - Class A

Neutral Sentiment

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

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